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Otter Tail

343 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$78.4M)

15% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 127

Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$825K
Puts
$501K
Net Calls
Net Calls Change

Top Buyers

1 +$12.8M
2 +$12.2M
3 +$7.57M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.92M
5
LSV Asset Management
LSV Asset Management
Illinois
+$4.6M

Top Sellers

1 -$19.5M
2 -$11.1M
3 -$6.71M
4
TI
Trexquant Investment
Connecticut
-$6.15M
5
Invesco
Invesco
Georgia
-$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
API
276
Asset Planning Inc
California
$38.5K
CTWM
277
Cherry Tree Wealth Management
Minnesota
$35K
CCM
278
Chilton Capital Management
Texas
$32.8K
MAFA
279
MJT & Associates Financial Advisory
Minnesota
$32.4K
SSG
280
Summit Securities Group
New York
$32K
IA
281
IFP Advisors
Florida
$31.4K
WFA
282
West Financial Advisors
Iowa
$25.7K
HWM
283
HighMark Wealth Management
Minnesota
$25.5K
GI
284
GAMMA Investing
California
$23.1K
VWM
285
Vermillion Wealth Management
Minnesota
$23.1K
BTI
286
Blue Trust Inc
Georgia
$20.4K
Fuller & Thaler Asset Management
287
Fuller & Thaler Asset Management
California
$20.3K
HCA
288
Harbor Capital Advisors
Illinois
$20K
HWM
289
Hemington Wealth Management
Virginia
$18K
Nomura Asset Management
290
Nomura Asset Management
Japan
$17K
EWA
291
EverSource Wealth Advisors
Alabama
$16.7K
IWP
292
IAG Wealth Partners
Wisconsin
$15.4K
NEWAS
293
N.E.W. Advisory Services
Wisconsin
$15.4K
IBOK
294
Independence Bank of Kentucky
Kentucky
$15.4K
SWIM
295
Smallwood Wealth Investment Management
New Jersey
$14.9K
MCM
296
MAI Capital Management
Ohio
$12.7K
PMFA
297
Plante Moran Financial Advisors
Michigan
$12.4K
Bessemer Group
298
Bessemer Group
New Jersey
$12K
AAS
299
Ameritas Advisory Services
Nebraska
$11.6K
S
300
SignatureFD
Georgia
$8.87K